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LifePlan Financial Design Logo
LifePlan Financial Design CB Rank
1751788
Heat Score
49
LifePlan Financial Design offers life insurance, long-term care, 401(k) rollovers, asset management, retirement & estate planning services.
Founded
obfuscation
Private Okemos, Michigan, United States1-10 mylifeplanfinancial.com/
Advice
Asset Management
Financial Services
Life Insurance
Retirement
Overview

LifePlan Financial Design
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About LifePlan Financial Design

CB Rank
1751788
LifePlan Financial Design offers life insurance, long-term care, 401(k) rollovers, asset management, retirement & estate planning services.
Founded
obfuscation
Private Okemos, Michigan, United States1-10 mylifeplanfinancial.com/
Advice
Asset Management
Financial Services
Life Insurance
Retirement

Key People

Details

Legal Name LifePlan Financial Design, Inc.
Also Known As LifePlan
Operating Status Active
Company Type For Profit
Founders  Bruce Van Hal
Phone Number +1-517-323-7526
Contact Email team@mylifeplanfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients create personalized plans for retirement income, asset management, and tax efficiency.
Market Guard®
A series of model investment portfolios designed to manage risk and support investment success through a mathematical approach.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$70.3KThis year, LifePlan Financial Design is projected to spend $70.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate gifting Logo
Corporate gifting
71
Apple iPad Logo
Apple iPad
65
Phone Charging Station Logo
Phone Charging Station
—

Active Website Tech Count

29LifePlan Financial Design is actively using 29 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Content Delivery Network.
Sub-Organizations
Frequently Asked Questions

Where is LifePlan Financial Design's headquarters? LifePlan Financial Design is located in Okemos, Michigan, United States.Who are LifePlan Financial Design's competitors? Alternatives and possible competitors to LifePlan Financial Design may include Morgan Stanley, Charles Schwab, and  Prudential Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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